See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ RETIREMENT SOLUTIONS Service code 22 6050 OAK TREE BLVD - SUITE 500 · CLEVELAND, OH 44131 | Insurance Broker | $25,563 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $22,626 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,869 | $64,871+137.2% | $129,110+19.2% | $66,914+129.9% |
| Participation rate | 99.2% | 74.0%+25.2pp | 77.3%+21.9pp | 69.8%+29.4pp |
| Annual return | -14.84% | -12.21%-2.6pp | -10.94%-3.9pp | 1.58%-16.4pp |
| Employer contribution / active EE | $5,235 | $3,741+39.9% | $5,052+3.6% | $2,544+105.8% |
| Participant deferral / active EE | $8,418 | $5,090+65.4% | $6,542+28.7% | $4,237+98.7% |
| Admin fee / account holder | $339 | $629-46.1% | $14,302-97.6% | $593-42.8% |